Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
This role will be based in the New York City office, and will be part of Vestwell's hybrid in-office operation. The expected base salary range for this position is $160K - $180K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Bachelor’s degree in Business, Finance, or a related field required, advanced degree or professional certification (e.g., JD, CPA, CRSP, QKA, CISP) preferred
- Minimum of 10+ years of experience with a proven track record in regulatory compliance or operations in the retirement, trust, or custodial services industry
- Deep knowledge of ERISA, 401(k) regulations, trust company laws, custody services, and applicable IRS/DOL regulations
- Experience managing operational risk, compliance audits, and regulatory examinations
- Strong leadership and team management skills with the ability to influence and collaborate across functions
- Exceptional organizational, analytical, and communication skills
More about this role
Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
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